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Bristol-Myers Squibb

2,293 hedge funds and large institutions have $76.5B invested in Bristol-Myers Squibb in 2025 Q2 according to their latest regulatory filings, with 151 funds opening new positions, 822 increasing their positions, 1,032 reducing their positions, and 309 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.5% more ownership

Funds ownership: 80.3%80.8% (+0.5%)

7% less funds holding

Funds holding: 2,4782,293 (-185)

12% less call options, than puts

Call options by funds: $1.12B | Put options by funds: $1.26B

20% less repeat investments, than reductions

Existing positions increased: 822 | Existing positions reduced: 1,032

23% less capital invested

Capital invested by funds: $99.6B → $76.5B (-$23B)

51% less first-time investments, than exits

New positions opened: 151 | Existing positions closed: 309

57% less funds holding in top 10

Funds holding in top 10: 3716 (-21)

Holders
2,293
Holders Change
-185
Holders Change %
-7.47%
% of All Funds
30.19%
Holding in Top 10
16
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-56.76%
% of All Funds
0.21%
New
151
Increased
822
Reduced
1,032
Closed
309
Calls
$1.12B
Puts
$1.26B
Net Calls
-$147M
Net Calls Change
-$173M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$9.02B +$173M +3,522,202 +2%
BlackRock
2
BlackRock
New York
$7.97B +$533M +10,859,975 +7%
JP Morgan Chase
3
JP Morgan Chase
New York
$4.81B -$201M -4,091,630 -4%
State Street
4
State Street
Massachusetts
$4.39B -$4.64M -94,484 -0.1%
Charles Schwab
5
Charles Schwab
California
$3.28B +$500M +10,195,775 +17%
Capital International Investors
6
Capital International Investors
California
$3.06B -$14.9M -303,341 -0.5%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$2.13B +$35.5M +723,459 +2%
Norges Bank
8
Norges Bank
Norway
$1.55B +$9.41M +191,785 +0.6%
Ameriprise
9
Ameriprise
Minnesota
$1.51B +$21.2M +432,158 +1%
Morgan Stanley
10
Morgan Stanley
New York
$1.24B -$252M -5,131,019 -16%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$1.2B +$103M +2,094,914 +9%
UBS AM
12
UBS AM
Illinois
$1.17B +$127M +2,583,486 +11%
Northern Trust
13
Northern Trust
Illinois
$1.15B -$53.8M -1,095,494 -4%
Primecap Management
14
Primecap Management
California
$1.06B -$1.28M -25,983 -0.1%
IFP
15
Independent Franchise Partners
United Kingdom
$971M +$176M +3,583,163 +21%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$966M -$295M -6,003,704 -22%
Invesco
17
Invesco
Georgia
$848M +$41.8M +852,317 +5%
Bank of America
18
Bank of America
North Carolina
$829M -$162M -3,298,318 -16%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$753M +$142M +2,898,429 +22%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$751M -$265M -5,393,258 -25%
Legal & General Group
21
Legal & General Group
United Kingdom
$729M -$34.7M -707,829 -4%
Pzena Investment Management
22
Pzena Investment Management
New York
$687M +$68M +1,384,649 +10%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$655M +$37.4M +761,731 +6%
Schroder Investment Management Group
24
Schroder Investment Management Group
United Kingdom
$634M +$176M +3,583,855 +35%
UBS Group
25
UBS Group
Switzerland
$573M +$135M +2,753,268 +29%

BMY Hedge Fund Activity: Q2 2025 in Review

2,293 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Bristol-Myers Squibb (BMY) for Q2 2025, worth a combined $76.5B — down 23% from $99.6B a quarter earlier.

Sellers outnumbered buyers: 309 funds closed out of BMY and 151 opened new positions — a net loss of 158 holders — while 1,032 trimmed existing stakes and 822 added.

The largest buyer was BlackRock, adding an estimated $533M. The largest seller was DZ Bank, cutting an estimated $553M.

  • 2,293 institutional investors held Bristol-Myers Squibb (BMY) as of Q2 2025, down from 2,478 in Q1 2025.
  • Funds reported $76.5B of Bristol-Myers Squibb stock for Q2 2025, down 23% quarter-over-quarter.
  • 151 funds opened new Bristol-Myers Squibb positions in Q2 2025 and 309 closed out, a net change of -158 holders.
  • The largest Bristol-Myers Squibb buyer in Q2 2025 was BlackRock, an estimated $533M added.
  • The largest Bristol-Myers Squibb seller in Q2 2025 was DZ Bank, an estimated $553M sold.

Based on aggregated 13F filings for Q2 2025.